CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$783K
3
+$714K
4
VV icon
Vanguard Large-Cap ETF
VV
+$500K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$484K

Top Sells

1
+$321K
2
+$306K
3
+$121K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$103K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$71.7K

Sector Composition

1 Consumer Discretionary 9.34%
2 Technology 7.8%
3 Healthcare 3.39%
4 Financials 1.89%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18.9K 0.03%
280
152
$18.2K 0.03%
+137
153
$17.8K 0.03%
1,000
154
$17.6K 0.02%
558
+3
155
$17.1K 0.02%
81
+21
156
$16.7K 0.02%
+330
157
$16.3K 0.02%
+105
158
$15.9K 0.02%
462
+29
159
$15.8K 0.02%
+24
160
$15.5K 0.02%
370
161
$15.2K 0.02%
200
162
$15K 0.02%
217
163
$14.6K 0.02%
187
+1
164
$13.9K 0.02%
+242
165
$13.9K 0.02%
25
166
$13.8K 0.02%
95
+1
167
$13.6K 0.02%
87
168
$13.4K 0.02%
+19
169
$12.4K 0.02%
180
170
$12.4K 0.02%
+29
171
$12K 0.02%
142
+19
172
$11.7K 0.02%
+81
173
$11.1K 0.02%
+408
174
$11.1K 0.02%
438
+242
175
$10.9K 0.02%
117
+4
5 6
7
8 9